The value multiple may look the same, but that is only one piece of a deal structure. Beyond financial elements, there are intangibles. Are you a platform or a tuck-in? Do you have input into the direction of the firm?
The Visionary Group and Bob Lewis are thrilled to announce that we’ve won the prestigious Growth Strategy category at the BDO Alliance Awards! This award is a testament to our team’s hard work, dedication, and innovative approaches to driving...
M&A Activity Remains at All-Time Highs We have experienced a substantial uptick in Managing Partners of $5M to $100M+ firms contacting us weekly with similar concerns: Meeting increasing retirement obligations Weighing the risks of remaining independent with the...
Does a Firm Need to Look at Any of This? If you do the same things, are you sustainable? Do you need to make investments? Are you missing an opportunity window? M&A and PE may be the path some need to survive and plug into already established resources like...
